Morgan Kelly is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his industry career in 2026. He previously worked at Hightower Advisors and held positions with the Diocese of Birmingham, Decatur City Schools, Homewood City Schools, and Auburn University. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base—including individuals, institutions, charitable organizations, and governmental entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Glenda Gough is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following her tenure at Morgan Stanley Smith Barney LLC beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Doreen Grannis Viscovich is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior work includes roles at Merrill and Bank of America. Outside of her advisory work, she serves as a Training Officer for SARTEC K-9 Search and Rescue. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ income and withdrawal strategies.

Kristie Passavant is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at several firms, including Cetera Investment Services, Alabama Credit Union, LPL Financial, Firstbank, and INVEST Financial Corporation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic automation to generate tailored retirement income plans, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Christopher Jones is a financial advisor with Primerica Advisors in Huntsville, AL, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Primerica Advisors since 2018 and Landmark Financial Group since 2023, with a concurrent career at Lockheed Martin since 2008. In addition to his advisory role, he is involved in sales of investment-related products through Landmark Financial Group and receives compensation for referrals related to home security and automation services. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm utilizes third-party asset managers vetted through independent due diligence and employs a tiered wrap-fee structure.

Alex Pols is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

Amanda Lieble is a financial advisor at LPL Enterprise with a Series 66 designation. She has been with Cornerstone Financial Partners since 2014 and joined LPL Enterprise in 2025. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio management, third-party asset management arrangements, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Thomas Todd is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial guidance and strategies tailored to client needs. His work focuses on wealth management services within the firm. Further details about his experience, education, and personal interests are not provided.

James Stone is a financial advisor with Raymond James & Associates, holding a Series 66 credential and three years of industry experience. Prior to joining Raymond James in 2023, he worked at Avantax Advisory Services and Avantax Investment Services Inc. in 2022 and spent 11 years at the Tennessee Valley Authority. Outside of his advisory work, Stone serves as treasurer for Skyline Missionary Baptist Church, where he prepares financial reports and manages payments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a wide array of portfolio management styles and affiliated research.

Carlos Mendoza is a financial advisor at Edward Jones in Madison, Alabama, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Brewer is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 designation and 21 years of industry experience. He has been affiliated with Redstone Federal Credit Union and LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elizabeth Douglas is a CFP® with 27 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved with Soroptimist International of Huntsville, a service organization focused on the betterment and education of women and girls, and serves on the Finance Committee at Hazel Green United Methodist Church as an endowment representative. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Jennifer Harty is a financial advisor at Edward Jones in Huntsville, Alabama, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Joseph Shortt is a financial advisor with LPL Financial in Madison, Alabama, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved in cattle farming in Alabama. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

Timothy Sieja is a financial advisor with Thrivent Investment Management in Huntsville, AL. He holds a Series 66 designation and has 16 years of industry experience. Since 2009, he has been associated with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

David Phillips is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the Army National Guard since 2011. Outside of advisory work, Phillips owns and operates businesses in early childhood education and childcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Roger Barnes is a financial advisor at OSAIC with 42 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years and has been affiliated with First Financial Group for over four decades. In addition to his advisory role, he is an agent offering various insurance products including accident and health, disability, fixed and indexed annuities, and life insurance. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising various asset classes.

Matthew Barnes is a financial advisor at Osaic Wealth, Inc. in Huntsville, Alabama, holding a Series 66 designation with one year of industry experience. He began his career at First Financial Group - Lincoln Financial Advisors/Osaic Wealth and joined Osaic Wealth, Inc. in 2025. Barnes completed his education at the University of Alabama in 2024. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, and supports a variety of investment strategies and platforms.

James Tackett is a financial advisor with LPL Financial in Madison, Alabama. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes positions at Edward Jones and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Harold Harton is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 31 years of industry experience. He has worked with Cetera since 2003 and has been associated with Redstone Federal Credit Union since 2001. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and manages over $256 billion in assets through a network of more than 10,000 advisors.